Common workflows
First product (admin)
- Sign in → GTM workspace
- + Onboard product or create product with website/docs URL
- Workspace → Add source → Ingest → wait completed
- Build profile → Generate strategy (or Q&A to verify citations)
- Approve → Publish
Sales day
- Sales Action — Discover / Qualify / Outreach
- Pipeline — create opportunity, move stages
Approve without Forge chrome
- Executive Brief
- Jump to Forge only when ingest or publish is required
Admin portals
- Portal Accounts — approve signups
- Support Tickets